The Stream

This section is relevant to:All Partners
Administration Support

Stream in the Carter Wellington platform is a feed where you can see updates and new additions for records you follow. You are also can post messages to the own stream and to stream of another users.

By default the following entity types have the stream: Accounts, Contacts, Candidates, Job Orders, and Tasks.

There are two types of stream in Carter Wellington platform: record stream and user stream.

Record Stream

The Stream panel is available on the record detail view at the bottom. Posts, updates and new additions related to the current record are displayed here.

User Stream

Users can see their stream in the Stream dashlet as well as under Stream tab. Users also can see stream of another users in the user’s detail view, if they have access that is controlled by User Permission field in Roles.

In the user stream you can see posts and updates of records that you follow. You can also see posts addressed to you or the team to which you belong.

Notifications

You will receive notifications about updates in your stream that were done by another users. This means if anything happens with a candidate or client that you are working with, you will be notified and the action will be recorded in the Stream. This includes any action by any user or the System Admin.

Posts

You can create post related to a certain record. You are also able to attach multiple files and images to the post. Images can be pasted from the clipboard.

Mentions

If you want to mention somebody in your post, you need to type @ symbol and start to type user’s name. The user you has mentioned in your post will be notified about it.

Note: The user who was mentioned in the post, needs to have an access to stream of the record where they were mentioned. Otherwise, the user won’t receive the notification about the post.

Note:You may not have access to post messages to some partners. All users need to have a proper Assignment Permission (set in roles) to be able to mention a specific user. Depending on how you work with us, you may have only some or no access to post directly into the Streem.

Posts to users

Users can create post to certain users, to certain teams, to all users and to self. Access for this ability is controlled by Assignment Permission field in Roles as mentioned above.

Filtering

You can filter what to show in a stream: All, Posts or Updates. Filters are available in the dropdown in to top-right corner of the panel.